Forvis Mazars Wealth Advisors’s Prologis PLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$296K Buy
2,241
+240
+12% +$32.1K 0.01% 358
2025
Q4
$255K Sell
2,001
-5
-0.2% -$623 ﹤0.01% 374
2025
Q3
$230K Sell
2,006
-82
-4% -$9.01K ﹤0.01% 386
2025
Q2
$220K Buy
2,088
+2
+0.1% +$210 ﹤0.01% 386
2025
Q1
$233K Sell
2,086
-495
-19% -$57.3K 0.01% 371
2024
Q4
$273K Sell
2,581
-338
-12% -$38.8K 0.01% 379
2024
Q3
$369K Buy
2,919
+589
+25% +$73.1K 0.01% 351
2024
Q2
$262K Sell
2,330
-123
-5% -$13.6K 0.01% 364
2024
Q1
$319K Buy
2,453
+687
+39% +$89.8K 0.01% 340
2023
Q4
$235K Sell
1,766
-1,041
-37% -$118K 0.01% 363
2023
Q3
$315K Sell
2,807
-660
-19% -$80.7K 0.01% 324
2023
Q2
$425K Buy
3,467
+768
+28% +$94.5K 0.01% 311
2023
Q1
$337K Buy
2,699
+4
+0.1% +$492 0.01% 316
2022
Q4
$304K Buy
2,695
+521
+24% +$57.7K 0.01% 322
2022
Q3
$221K Sell
2,174
-388
-15% -$48.1K 0.01% 363
2022
Q2
$302K Sell
2,562
-900
-26% -$124K 0.01% 320
2022
Q1
$559K Sell
3,462
-216
-6% -$33K 0.02% 180
2021
Q4
$619K Hold
3,678
0.03% 165
2021
Q3
$461K Buy
3,678
+854
+30% +$111K 0.02% 183
2021
Q2
$338K Buy
2,824
+225
+9% +$26.3K 0.02% 210
2021
Q1
$275K Sell
2,599
-5,360
-67% -$546K 0.01% 236
2020
Q4
$793K Buy
7,959
+193
+2% +$19.5K 0.04% 168
2020
Q3
$781K Sell
7,766
-1,026
-12% -$103K 0.05% 154
2020
Q2
$821K Buy
8,792
+670
+8% +$59.8K 0.05% 144
2020
Q1
$653K Sell
8,122
-51
-0.6% -$4.46K 0.05% 144
2019
Q4
$729K Sell
8,173
-276
-3% -$24.5K 0.05% 146
2019
Q3
$720K Sell
8,449
-1,824
-18% -$151K 0.06% 129
2019
Q2
$823K Sell
10,273
-361
-3% -$27.5K 0.07% 120
2019
Q1
$765K Buy
10,634
+112
+1% +$7.64K 0.06% 122
2018
Q4
$618K Buy
10,522
+3,716
+55% +$241K 0.06% 118
2018
Q3
$461K Buy
6,806
+472
+7% +$31K 0.04% 155
2018
Q2
$416K Buy
6,334
+40
+0.6% +$2.57K 0.04% 162
2018
Q1
$396K Sell
6,294
-338
-5% -$21K 0.04% 175
2017
Q4
$428K Buy
6,632
+614
+10% +$40.1K 0.04% 165
2017
Q3
$382K Sell
6,018
-73
-1% -$4.5K 0.04% 161
2017
Q2
$357K Buy
6,091
+77
+1% +$4.29K 0.04% 169
2017
Q1
$312K Buy
6,014
+319
+6% +$16.2K 0.04% 169
2016
Q4
$301K Buy
5,695
+217
+4% +$11K 0.04% 157
2016
Q3
$293K Sell
5,478
-876
-14% -$46.2K 0.04% 148
2016
Q2
$312K Buy
6,354
+68
+1% +$3.2K 0.05% 138
2016
Q1
$278K Buy
+6,286
New +$252K 0.04% 145

Other funds holding PLD

Forvis Mazars Wealth Advisors's PLD Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors increased its Prologis (PLD) stake by 12% in Q1 2026, buying an estimated $32.1K and bringing the position to 2,241 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #358.

Forvis Mazars Wealth Advisors first reported a position in PLD in Q1 2016 and has held it in 41 quarters since. The position peaked at $823K in Q2 2019. 1,664 funds tracked by Wall St. Rank hold PLD as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 2,241 shares of Prologis worth $296K as of Q1 2026.
  • Forvis Mazars Wealth Advisors bought 240 Prologis shares in Q1 2026, an estimated $32.1K.
  • Prologis made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #358 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Prologis in Q1 2016 and has held it in 41 quarters since.
  • Forvis Mazars Wealth Advisors's Prologis position peaked at $823K in Q2 2019.
  • 1,664 funds tracked by Wall St. Rank held Prologis as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.